Installing & Configuring proCube Planning

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This topic describes how to set up proCube Planning.

Prerequisites for proCube Planning

Before you can start using proCube Planning, you need to:

Creating Citrix Users for the Appliance Model

This assumes a client is using a Satori Appliance that is completely standalone and not integrated into a domain.

  1. Obtain a list of users from the client.  You will need the following information for each user:

  1. Using Microsoft Terminal Services Client and a Remote Desktop Connection, connect to the Citrix Server.

  2. Once Connected to the Citrix Machine, right Click on “My Computer” and select Manage.

Manage.jpg

Figure 1.    Manage

The Computer Management dialog opens.

ComputerManagement.jpg

Figure 2.    Computer Management

  1. Expand the Local Users and Groups node and highlight the Users folder.

  2. Right-click on Users in Computer Management and select New User... to open the New User Dialog.

 NewUser.jpg

Figure 3.    Creating a New User

  1. From the New User Dialog, define your user by entering the appropriate information for all fields.

NewUserDialog.jpg

Figure 4.    New User Dialog - Filled

 In the above example, an account was created for Barb Bush.  This assumes her password was set or known.

  1. For a user to set up their own password, deselect “User cannot change password” and then select “User must change password at next logon”.  This will require the user to set a new password once they attempt to login with the default password given them.

  2. Click Create to open an empty New User dialog.

NewUserDialogEmpty.jpg

Figure 5.    New User Dialog - Empty

  1. Continue creating users as required.

Login in as the user

From the Citrix Server:

  1. Open the Browser and go to http://localhost.

  2. Enter the user name and password to make sure you can connect.

Setting up the proCube Client

  1. Open proCube

proCubeAddServer.jpg

Figure 6.    proCube

  1. From the Server View, click Server Settings and select Add Server to open the Add Server dialog.

AddServerDialog.jpg

Figure 7.    Add Server Dialog

  1. Enter the proCube Server name and then click Add.

Configuring the proCube Planning Excel Add in

  1. Start Excel.

  2. Click the big Excel/Windows button and click Excel Options to open the Excel Options dialog.

  3. On the left side menu, select Add-Ins to open the Add-ins window.

  4. In the Add-ins list, select E8 Add-in V8.0.0.

ExcelOptionsAdd-Ins.png

Figure 8.    Excel Options Dialog - Add-Ins

  1. At the bottom of the window, click Go to open the Add-Ins dialog. proCube.Excel.API is preselected.

Add-InsDialog.png

Figure 9.    Add-Ins Dialog

  1. Click the Browse button to open the Browse dialog.

  2. Click My Computer to access your Local Disk containing the installed Add-in.

  3. From your Local Disk, Navigate to Program Files > Satori > Excel 2007 > Addin.

BrowseDialog.png

Figure 10.           Browse Dialog

  1. Select Satori_AddIn.xlam and click OK. The Add-Ins dialog (with a preselected proCube.Excel.API) reopens, but this time, E8 Add-in V8.0.0 is also selected.

  2. Click OK to dismiss the Add-Ins dialog and enables proCube Planning.

Within Excel, the Planning Ribbon appears.

Create a proCube User ID

  1. Open proCube  and connect to the Planning Database as an Administrator

  2. Under the Model Tab,  Select Users & Groups

proCubeUsers&Groups.jpg

Figure 11.           Users & Groups Dialog

  1. Under the Users list, click Add…

  2. In the Define User Window click the button to the right of the User Name field.

  3. In the Select User or Group window, type the username in the white text field and then click the Check Names button.

SelectUserOrGroup.jpg

Figure 12.           Select User or Group Dialog

  1. Once the name has been found, click OK to return to the Define User window. The password lines will be populated for you.  You do not have to change these.  Click OK again and the User will appear in the User & Group Window.

  2. From the User and Group Menu, assign the user to the correct group by highlighting the user in the left hand pane and the group you want to assign them to on the right.  Then Click the arrow to add them to the group.

Users&GroupsDialog.jpg

Figure 13.           Users & Groups Dialog

 

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